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New capabilities for financial reporting with account schedules

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new and planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users, automatically Mar 1, 2022 Apr 1, 2022

Business value

The presentation of financial reports is an important part of how people consume them. Reports must provide business insights in a way that enables people to easily recognize the report and quickly identify the important data. In Business Central, account schedules are the main tool for creating user-defined financial reports. This release provides new capabilities for account schedules that make it easier for people to produce reports in the layout they desire.

Feature details

Financial reports can be generated using new capabilities for account schedules:

  • You can control how the number zero is printed (as "0", "-", or (blank)). When skipping zero-lines you can now keep Headers, Begin-totals, and End-Total in order to keep the schedules structure legible.
  • When you define account schedules, you can use G/L account categories as Totaling filter for columns.
  • The Account Schedules Overview supports 15 columns so that you can view budgets for 12 months and a total.
  • You can export and import account schedules to or from files, which makes it easier to reuse them between companies.
  • Headings (Begin-totals) are kept when printing to keep the structure of the account schedule. You can also choose to print lines marked as not to be shown, which makes validating the account schedules easier to do when you're designing them.

Example of an account schedule with 13 columns presented in the overview matrix.

The new Totaling Type option Account Categories in account schedules.

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See also

Prepare Financial Reporting with Account Schedules and Account Categories (docs)